RCGTX Mutual Fund

RCGTX Mutual Fund

NAV$17.63
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Returns Overview

1 Month
-5.74%
3 Months
+10.44%
6 Months
+19.41%
YTD
+19.15%
1 Year
+30.80%
3 Years (annualized)
+28.05%
5 Years (annualized)
+14.18%
10 Years (annualized)
+21.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCGTX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+19.15%
Peer Avg (YTD)
+11.56%
vs Peers
+7.60%

RCGTX Mutual Fund Performance

RCGTX performance across multiple time periods: 1-month -5.74%, YTD 19.15%, 1-year 30.80%, 3-year 28.05%, 5-year 14.18%, 10-year 21.20%.

RCGTX returns outperform the peer average of 11.56% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

RCGTX vs another fund shows side-by-side returns. RCGTX alternatives are available in the Mutual Fund Screener.